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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,931 | $143,969-85.5% | $199,883-89.5% | $82,637-74.7% |
| Participation rate | 54.1% | 84.1%-30.0pp | 86.8%-32.7pp | 68.1%-14.0pp |
| Annual return | 23.23% | 25.67%-2.4pp | 43.81%-20.6pp | 53.51%-30.3pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,032 | $6,937-56.3% | $9,138-66.8% | $4,126-26.5% |
| Admin fee / account holder | $1,174 | $14,597-92.0% | $17,268-93.2% | $7,339-84.0% |